Position:
Equity Research Senior Associate at Robert W. Baird & Co.
Location:
Greater New York City Area
Work:
Robert W. Baird & Co.
- Milwaukee, WI since Jul 2011
-
Equity Research Senior Associate
Cayuga Fund, LLC
Oct 2009 - May 2011
-
Portfolio Manager
Standard & Poor's
Jun 2010 - Aug 2010
-
Corporate Ratings Summer Associate
DemandTec
Jul 2007 - Jul 2009
-
Senior Financial Analyst
Deloitte & Touche
Sep 2005 - Jul 2007
-
Audit Associate
Education:
Cornell University - S.C. Johnson Graduate School of Management 2009 - 2011
MBA, Capital Markets and Asset Management
University of Southern California 2001 - 2005
BS, Accounting, Accounting/Finance
Punahou School 1992 - 2001
Skills:
Equity Research, Capital Markets, Accounting, Financial Modeling, Financial Accounting, Hotels, Internal Controls, Valuation, Investments, Alternative Investments, Bloomberg, Corporate Finance, Economics, Financial Analysis, Leadership, Financial Reporting, Mergers & Acquisitions, Management, Fixed Income, Business Valuation, Derivatives, Investment Banking, Equity Valuation, Due Diligence, Internal Audit, Finance, Strategic Financial Planning, Private Equity, Equities, Portfolio Management
Interests:
Politics, Collegiate and Professional Athletics, Investing, Financial Modeling, Community Service, Alumni Networking
Honor & Awards:
USC Dean's Scholarship
USC Honors Graduate
Cornell Merit-Based Scholarship Award
Certifications:
Certified Public Accountant